IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Intermediate Muni in (INMU)

CUSIP: 092528207 | NYSE | 197 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC3,937,823
0.0% of portfolio›$90.1M
Sagespring Wealth Partners, LLC1,948,707
0.7% of portfolio›$44.6M
OpenArc Corporate Advisory, LLC1,567,198
0.4% of portfolio›$35.9M
Larson Financial Group LLC1,258,191
0.7% of portfolio›$28.8M
Merit Financial Group, LLC542,398
0.1% of portfolio›$12.4M
Commonwealth Equity Services, LLC463,889
0.0% of portfolio›$10.6M
Vise Technologies, Inc.353,101
0.1% of portfolio›$8.1M
Golden State Wealth Management, LLC350,140
0.7% of portfolio›$8.0M
Resonant Capital Advisors, LLC304,042
0.3% of portfolio›$7.0M
Unique Wealth, LLC265,247
0.7% of portfolio›$6.1M
Paulson Wealth Management Inc.241,673
1.2% of portfolio›$5.5M
Skyline Advisors, Inc.240,018
1.7% of portfolio›$5.5M
Advisory Resource Group224,820
0.7% of portfolio›$5.1M
Keystone Financial Group, Inc.190,432
2.3% of portfolio›$4.4M
McKinley Carter Wealth Services, Inc.189,572
0.2% of portfolio›$4.3M
Benchmark Financial Wealth Advisors, LLC180,578
1.0% of portfolio›$4.1M
Elevated Financial Group LLC176,728
1.1% of portfolio›$4.0M
Archer Investment Management, LLC173,896
1.3% of portfolio›$4.0M
Forte Asset Management LLC170,000
1.6% of portfolio›$3.9M
TrustWell Financial Advisors, LLC118,585
2.3% of portfolio›$2.7M
Diversify Wealth Management, LLC115,230
0.0% of portfolio›$2.7M
Diversify Advisory Services, LLC115,230
0.0% of portfolio›$2.7M
Novem Group114,630
0.3% of portfolio›$2.6M
MGO One Seven LLC112,833
0.0% of portfolio›$2.6M
Centerline Wealth Advisors, LLC100,098
0.7% of portfolio›$2.3M
Kestra Advisory Services, LLC87,580
0.0% of portfolio›$2.0M
Bank of New York Mellon Corp79,550
0.0% of portfolio›$1.8M
Financial Partners Group, Inc77,329
0.2% of portfolio›$1.8M
Gray Private Wealth, LLC74,069
0.7% of portfolio›$1.7M
Intrua Financial, LLC66,716
0.1% of portfolio›$1.5M
Cyndeo Wealth Partners, LLC65,184
0.1% of portfolio›$1.5M
Apella Capital, LLC64,314
0.0% of portfolio›$1.5M
LongView Wealth Management58,311
0.3% of portfolio›$1.3M
Compass Financial Group, Inc58,013
0.1% of portfolio›$1.3M
RTD Financial Advisors, Inc.56,304
0.1% of portfolio›$1.3M
Landmark Wealth Management, LLC50,453
0.3% of portfolio›$1.2M
Dynamic Advisor Solutions LLC48,875
0.0% of portfolio›$1.1M
SimpliFi, Inc.45,243
0.4% of portfolio›$1.0M
Redhawk Wealth Advisors, Inc.40,496
0.1% of portfolio›$927.0K
Cambridge Investment Research Advisors, Inc.39,253
0.0% of portfolio›$899.0K
MMA Asset Management LLC38,780
0.3% of portfolio›$887.7K
Peoples Bank38,002
0.4% of portfolio›$869.9K
Park Avenue Securities LLC32,619
0.0% of portfolio›$747.0K
Capital Planning LLC32,046
0.2% of portfolio›$733.5K
Silverlake Wealth Management LLC30,777
0.1% of portfolio›$704.5K
Daviman Financial, LLC28,507
0.4% of portfolio›$652.5K
Parsons Capital Management Inc28,452
0.0% of portfolio›$651.3K
Atwater Malick LLC28,307
0.1% of portfolio›$647.9K
AdvisorNet Financial, Inc28,302
0.0% of portfolio›$653.2K
Sigma Planning Corp27,817
0.0% of portfolio›$636.7K
Truist Financial Corp27,554
0.0% of portfolio›$630.7K
Private Trust Co NA23,933
0.0% of portfolio›$547.8K
Apollon Wealth Management, LLC21,606
0.0% of portfolio›$494.6K
Tennessee Valley Asset Management Partners20,027
0.1% of portfolio›$458.4K
Syverson Strege & Co19,822
0.1% of portfolio›$453.7K
PNC Financial Services Group, Inc.18,984
0.0% of portfolio›$434.5K
Marino, Stram & Associates LLC18,107
0.1% of portfolio›$414.5K
Winthrop Advisory Group LLC17,708
0.0% of portfolio›$405.3K
Urban Wealth Management, LLC17,181
0.4% of portfolio›$393.3K
Objective Capital Management, LLC16,500
0.3% of portfolio›$377.7K
Fifth Third Securities, Inc.15,810
0.0% of portfolio›$361.9K
McNaughton Wealth Management, LLC15,529
0.1% of portfolio›$355.5K
Saxon Interests, Inc.15,375
0.1% of portfolio›$351.9K
Mattern Capital Management, LLC15,253
0.0% of portfolio›$349.1K
MassMutual Private Wealth & Trust, FSB13,299
0.0% of portfolio›$304.4K
Concurrent Investment Advisors, LLC11,260
0.0% of portfolio›$257.7K
Davenport & Co LLC11,045
0.0% of portfolio›$252.8K
Capital Advisors Wealth Management, LLC11,021
0.0% of portfolio›$252.3K
Axxcess Wealth Management, LLC10,745
0.0% of portfolio›$246.0K
Charis Legacy Partners, LLC10,495
0.3% of portfolio›$240.2K
ERn Financial, LLC9,884
0.0% of portfolio›$226.2K
Wealth Enhancement Advisory Services, LLC8,990
0.0% of portfolio›$205.4K
Creative Financial Designs Inc7,235
0.0% of portfolio›$165.6K
Parallel Advisors, LLC6,140
0.0% of portfolio›$140.5K
US Bancorp \de\5,004
0.0% of portfolio›$114.5K
Farther Finance Advisors, LLC3,412
0.0% of portfolio›$78.1K
Blue Trust, Inc.2,633
0.0% of portfolio›$60.3K
Fifth Third Bancorp1,956
0.0% of portfolio›$44.8K
Pinnacle Bancorp, Inc.1,402
0.0% of portfolio›$32.1K
Rossby Financial, LCC958
0.0% of portfolio›$21.9K
Clayton Financial Group LLC838
0.0% of portfolio›$19.2K
Assetmark, Inc364
0.0% of portfolio›$8.3K
Allworth Financial LP323
0.0% of portfolio›$7.8K
Foresight Capital Management Advisors, Inc.146
0.0% of portfolio›$3.3K
IFP Advisors, Inc105
0.0% of portfolio›$2.4K
Signature Equity Partners, LLC77
0.0% of portfolio›$1.8K
StyleTurnoverLocationFiled
LPL Financial LLC
3,937,823$90.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Sagespring Wealth Partners, LLC
1,948,707$44.6M0.7%ETFLowFranklin, TN2026-10-22
OpenArc Corporate Advisory, LLC
1,567,198$35.9M0.4%GrowthLowAtlanta, GA2026-10-21
Larson Financial Group LLC
1,258,191$28.8M0.7%GrowthLowSt Louis, MO2026-11-05
Merit Financial Group, LLC
542,398$12.4M0.1%ETFLowAlpharetta, GA2026-11-06
Commonwealth Equity Services, LLC
463,889$10.6M0.0%ETFLowWaltham, MA2026-11-02
Vise Technologies, Inc.
353,101$8.1M0.1%IndexLowNew York, NY2026-10-29
Golden State Wealth Management, LLC
350,140$8.0M0.7%ETFMediumSanta Ana, CA2026-11-02
Resonant Capital Advisors, LLC
304,042$7.0M0.3%ETFLowMadison, WI2026-10-15
Unique Wealth, LLC
265,247$6.1M0.7%ETFMediumTampa, FL2026-10-16
Paulson Wealth Management Inc.
241,673$5.5M1.2%ETFLowWest Palm Beach, FL2026-11-02
Skyline Advisors, Inc.
240,018$5.5M1.7%ETFMediumBellingham, WA2026-11-03
Advisory Resource Group
224,820$5.1M0.7%GARPMediumTulsa, OK2026-10-26
Keystone Financial Group, Inc.
190,432$4.4M2.3%ETFLowAtlanta, GA2026-10-13
McKinley Carter Wealth Services, Inc.
189,572$4.3M0.2%ETFMediumWheeling, WV2026-10-16
Benchmark Financial Wealth Advisors, LLC
180,578$4.1M1.0%ETFLowBoca Raton, FL2026-10-20
Elevated Financial Group LLC
176,728$4.0M1.1%ETFMediumIndianapolis, IN2026-10-16
Archer Investment Management, LLC
173,896$4.0M1.3%ETFHighAustin, TX2026-10-13
Forte Asset Management LLC
170,000$3.9M1.6%ETFLowBedford, NY2026-10-13
TrustWell Financial Advisors, LLC
118,585$2.7M2.3%ETFMediumJacksonville, FL2026-10-15
Diversify Wealth Management, LLC
115,230$2.7M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
115,230$2.7M0.0%GrowthLowSandy, UT2026-10-20
Novem Group
114,630$2.6M0.3%ETFMediumRochester, NY2026-10-19
MGO One Seven LLC
112,833$2.6M0.0%GrowthLowBeachwood, OH2026-10-28
Centerline Wealth Advisors, LLC
100,098$2.3M0.7%ETFHighLouisville, KY2026-10-15
Kestra Advisory Services, LLC
87,580$2.0M0.0%CoreLowAustin, TX2026-11-02
Bank of New York Mellon Corp
79,550$1.8M0.0%CoreLowNew York, NY2026-11-05
Financial Partners Group, Inc
77,329$1.8M0.2%ETFLowOverland Park, KS2026-10-19
Gray Private Wealth, LLC
74,069$1.7M0.7%ETFVery LowCanton, MA2026-10-28
Intrua Financial, LLC
66,716$1.5M0.1%ETFMediumHouston, TX2026-10-28
Cyndeo Wealth Partners, LLC
65,184$1.5M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Apella Capital, LLC
64,314$1.5M0.0%ETFVery LowWest Hartford, CT2026-10-08
LongView Wealth Management
58,311$1.3M0.3%ETFLowAtlanta, GA2026-10-19
Compass Financial Group, Inc
58,013$1.3M0.1%ETFVery LowSioux Falls, SD2026-10-13
RTD Financial Advisors, Inc.
56,304$1.3M0.1%ETFLowPhiladelphia, PA2026-10-09
Landmark Wealth Management, LLC
50,453$1.2M0.3%ETFVery LowMelville, NY2026-11-03
Dynamic Advisor Solutions LLC
48,875$1.1M0.0%ETFLowPhoenix, AZ2026-10-13
SimpliFi, Inc.
45,243$1.0M0.4%ETFMediumSan Diego, CA2026-10-28
Redhawk Wealth Advisors, Inc.
40,496$927.0K0.1%ETFHighMinneapolis, MN2026-10-14
Cambridge Investment Research Advisors, Inc.
39,253$899.0K0.0%ETFLowFairfield, IA2026-11-02
MMA Asset Management LLC
38,780$887.7K0.3%ETFMediumNew York, NY2026-11-02
Peoples Bank
38,002$869.9K0.4%ETFLowMarietta, OH2026-10-26
Park Avenue Securities LLC
32,619$747.0K0.0%ETFMediumNew York, NY2026-10-26
Capital Planning LLC
32,046$733.5K0.2%ETFLowBellevue, WA2026-10-09
Silverlake Wealth Management LLC
30,777$704.5K0.1%ETFLowWilliston, VT2026-10-21
Daviman Financial, LLC
28,507$652.5K0.4%ETFHighFishers, IN2026-11-06
Parsons Capital Management Inc
28,452$651.3K0.0%CoreLowProvidence, RI2026-10-28
Atwater Malick LLC
28,307$647.9K0.1%CoreLowLancaster, PA2026-10-15
AdvisorNet Financial, Inc
28,302$653.2K0.0%ETFLowMinnetonka, MN2026-10-15
Sigma Planning Corp
27,817$636.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Truist Financial Corp
27,554$630.7K0.0%CoreLowCharlotte, NC2026-10-30
Private Trust Co NA
23,933$547.8K0.0%CoreLowCleveland, OH2026-10-20
Apollon Wealth Management, LLC
21,606$494.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
Tennessee Valley Asset Management Partners
20,027$458.4K0.1%ETFLowKnoxville, TN2026-11-03
Syverson Strege & Co
19,822$453.7K0.1%ETFVery LowWest Des Moines, IA2026-11-02
PNC Financial Services Group, Inc.
18,984$434.5K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Marino, Stram & Associates LLC
18,107$414.5K0.1%ETFVery LowBraintree, MA2026-10-22
Winthrop Advisory Group LLC
17,708$405.3K0.0%ETFVery LowBoston, MA2026-10-22
Urban Wealth Management, LLC
17,181$393.3K0.4%GrowthMediumLakewood, CA2026-10-21
Objective Capital Management, LLC
16,500$377.7K0.3%ETFLowFairlawn, OH2026-10-13
Fifth Third Securities, Inc.
15,810$361.9K0.0%ETFLowCincinnati, OH2026-10-21
McNaughton Wealth Management, LLC
15,529$355.5K0.1%ETFLowSan Diego, CA2026-10-09
Saxon Interests, Inc.
15,375$351.9K0.1%ETFMediumHouston, TX2026-10-26
Mattern Capital Management, LLC
15,253$349.1K0.0%CoreMediumLakewood, CO2026-11-02
MassMutual Private Wealth & Trust, FSB
13,299$304.4K0.0%CoreLowSpringfield, MA2026-10-05
Concurrent Investment Advisors, LLC
11,260$257.7K0.0%GrowthMediumTampa, FL2026-10-16
Davenport & Co LLC
11,045$252.8K0.0%CoreMediumRichmond, VA2026-10-14
Capital Advisors Wealth Management, LLC
11,021$252.3K0.0%ETFLowYakima, WA2026-10-09
Axxcess Wealth Management, LLC
10,745$246.0K0.0%CoreLowCarlsbad, CA2026-10-21
Charis Legacy Partners, LLC
10,495$240.2K0.3%ETFVery LowBryan, TX2026-10-22
ERn Financial, LLC
9,884$226.2K0.0%ETFVery LowMiddleton, WI2026-10-28
Wealth Enhancement Advisory Services, LLC
8,990$205.4K0.0%CoreLowPlymouth, MN2026-10-13
Creative Financial Designs Inc
7,235$165.6K0.0%ETFMediumKokomo, IN2026-11-04
Parallel Advisors, LLC
6,140$140.5K0.0%IndexLowSan Francisco, CA2026-11-03
US Bancorp \de\
5,004$114.5K0.0%IndexLowMinneapolis, MN2026-11-05
Farther Finance Advisors, LLC
3,412$78.1K0.0%IndexLowSan Francisco, CA2026-10-08
Blue Trust, Inc.
2,633$60.3K0.0%ETFLowBrentwood, TN2026-10-15
Fifth Third Bancorp
1,956$44.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Pinnacle Bancorp, Inc.
1,402$32.1K0.0%CoreVery LowBeatrice, NE2026-10-21
Rossby Financial, LCC
958$21.9K0.0%ETFMediumMelbourne, FL2026-11-05
Clayton Financial Group LLC
838$19.2K0.0%ETFLowSt. Louis, MO2026-10-13
Assetmark, Inc
364$8.3K0.0%ETFLowConcord, CA2026-10-21
Allworth Financial LP
323$7.8K0.0%IndexLowFolsom, CA2026-11-06
Foresight Capital Management Advisors, Inc.
146$3.3K0.0%CoreMediumSaline, MI2026-10-27
IFP Advisors, Inc
105$2.4K0.0%GrowthLowTampa, FL2026-10-16
Signature Equity Partners, LLC
77$1.8K0.0%GrowthMediumColumbus, OH2026-10-29